Assigning a New Task from the Resources Tab


To create a new task assignment from the Resources tab:

  1. Click the + New Assignment button on the left-hand side of the Resources screen.
  2. A Salesforce Task Assignment pop-up appears.
  3. Enter the following task details:
    • Description
    • Status
    • Project (Select the relevant project)
    • User Assigned (Select the user to whom the task is assigned)
    • Task Assigned
    • Assigned Start Date and Assigned End Date
    • Assigned By
    • Hours Assigned (in the System Calculations section)
  4. Click Save to complete the task assignment.

The task is now assigned to the selected user.